Fosun - Tear Sheet - Lucror Analytics
We view Fosun as “Medium Risk” on the LARA scale. The diversified and complex investment holding company has grown rapidly since its inception,...
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Asia HY Monthly - Macau Gaming Update - Lucror Analytics
In this month’s In-Focus, we provide an update on the Macau gaming sector, including our market outlook, concession renewals and a peer...
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Asia HY Trade Recommendations - September 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for September includes a summary of our recommendations, as well as our high-conviction ideas. We also...
177 Views
Henlius (复宏汉霖) Post-IPO Trading: Weak Demands Ahead of Debut, Downside Remains
Shanghai Henlius' IPO was priced at the low end and started trading today. We have highlighted in our earlier note that the IPO is over-valued with...
991 Views
Tod's: Della Valle Family Ups Insider Buying to 64% Ownership; LVMH Remains Logical Final Stop
Italian luxury shoemaker Tod's reported 23 quarters of consecutive negative SSSG, has seen its share price fall from 142 EUR to 46 EUR during the...
664 Views